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Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: TideGlider who wrote (49342)	6/28/1998 9:27:00 PM
From: Dave von Hausen	Read Replies (2) \| Respond to of 61433

I hear from this thread and others that the big players: LU,CISCO... are the only companies big enough to survive the coming paradigm shift of the integration of voice and data. What do these companies have that would give them such an advantage over ASND? Economies of scale? How much more does a 28 billion/year company have over a 1+ billion/year company. At some point economies of scale does not grow substantially. Maybe ASND is already above that point. End to End solutions? I believe that the company with the best solutions will get the orders. I have not seen any evidence that the ISPs and telcos want a single vender solution. They seem to buy the best solution from different venders. So what are the advantages of the larger companies? Sales force??? Dave